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4,540 hedge funds and large institutions have $1.65T invested in Microsoft in 2022 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 2,188 increasing their positions, 1,904 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 106

47% more call options, than puts

Call options by funds: $41.2B | Put options by funds: $28.1B

15% more repeat investments, than reductions

Existing positions increased: 2,188 | Existing positions reduced: 1,904

0% less funds holding

Funds holding: 4,5434,540 (-3)

0.17% less ownership

Funds ownership: 70.36%70.19% (-0.17%)

2% less funds holding in top 10

Funds holding in top 10: 2,5422,498 (-44)

6% less capital invested

Capital invested by funds: $1.77T → $1.65T (-$114B)

Holders
4,540
Holders Change
-3
Holders Change %
-0.07%
% of All Funds
71.6%
Holding in Top 10
2,498
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-1.73%
% of All Funds
39.39%
New
159
Increased
2,188
Reduced
1,904
Closed
106
Calls
$41.2B
Puts
$28.1B
Net Calls
+$13.1B
Net Calls Change
+$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
FSC
2851
Full Sail Capital
Oklahoma
$4.6M -$174K -578 -4%
VC
2852
Veracity Capital
Georgia
$4.6M +$123K +410 +3%
RSC
2853
Red Spruce Capital
Pennsylvania
$4.59M -$264K -877 -6%
WWM
2854
WT Wealth Management
Arizona
$4.57M +$43.6K +145 +1%
W
2855
Wealthquest
Ohio
$4.56M
SIC
2856
Shoker Investment Counsel
Ohio
$4.56M +$137K +456 +3%
PCA
2857
Peddock Capital Advisors
Massachusetts
$4.56M +$726K +2,412 +20%
AA
2858
Advisory Alpha
Michigan
$4.55M +$301K +1,000 +7%
MFG
2859
Menard Financial Group
Texas
$4.55M +$23.5K +78 +0.5%
AIM
2860
Acropolis Investment Management
Missouri
$4.54M -$46K -153 -1%
SMH
2861
Sanders Morris Harris
Texas
$4.54M +$181K +600 +4%
APTFM
2862
AGUR Provident & Training Funds Management
Israel
$4.54M +$4.43M +14,728 New
AA
2863
Addison Advisors
Vermont
$4.54M +$174K +580 +4%
REMPR
2864
Roof Eidam Maycock Peralta (REMP)
California
$4.54M -$119K -397 -3%
AWM
2865
Aberdeen Wealth Management
Illinois
$4.54M +$301 +1 +0%
CCG
2866
Cloverfields Capital Group
Minnesota
$4.53M +$261K +868 +6%
SCM
2867
Stanley Capital Management
Texas
$4.53M
AWA
2868
Acorn Wealth Advisors
Michigan
$4.53M -$18.4K -61 -0.4%
WAL
2869
W Advisors LLC
Tennessee
$4.51M +$46K +153 +1%
LAS
2870
LWM Advisory Services
Florida
$4.51M +$260K +863 +6%
AC
2871
Addison Capital
Pennsylvania
$4.5M -$117K -388 -3%
SAM
2872
Secure Asset Management
Michigan
$4.49M -$706K -2,345 -14%
GF
2873
Gries Financial
Ohio
$4.49M -$296K -984 -6%
SA
2874
Shilanski & Associates
Alaska
$4.49M -$82.1K -273 -2%
DHGWA
2875
Dixon Hughes Goodman Wealth Advisors
North Carolina
$4.48M +$1.39M +4,623 +47%

MSFT Hedge Fund Activity: Q1 2022 in Review

4,540 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q1 2022, worth a combined $1.65T — down 6.4% from $1.77T a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new MSFT positions and 106 closed out — a net gain of 53 holders — while 2,188 added to existing stakes and 1,904 trimmed.

The largest buyer was Aaron Wealth Advisors, adding an estimated $6.18B. The largest seller was Royal Bank of Canada, cutting an estimated $3.16B.

  • 4,540 institutional investors held Microsoft (MSFT) as of Q1 2022, down from 4,543 in Q4 2021.
  • Funds reported $1.65T of Microsoft stock for Q1 2022, down 6.4% quarter-over-quarter.
  • 159 funds opened new Microsoft positions in Q1 2022 and 106 closed out, a net change of +53 holders.
  • The largest Microsoft buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $6.18B added.
  • The largest Microsoft seller in Q1 2022 was Royal Bank of Canada, an estimated $3.16B sold.

Based on aggregated 13F filings for Q1 2022.